博泰车联今日盘中股价大幅上涨5.55%，引起了市场的广泛关注。
消息面上，公司近期多重利好持续发酵。博泰车联与英伟达达成基于DRIVE AGX Thor平台的车端大模型量产合作，成为全球首个与该芯片实现量产合作的AI应用公司。同时，公司获得某头部OEM新能源车企新一代智能车型定点，将主导提供AI BOX软硬一体化解决方案，展现了其在智能汽车领域的领先技术实力。
此外，公司在全球化布局方面也取得重要进展，任命前赛轮思CEO Stefan Ortmanns博士为欧洲业务负责人，叠加保时捷合作项目落地预期，海外业务拓展全面深化。国盛证券首予公司"买入"评级，指出其深度绑定华为鸿蒙与高通双生态，核心受益于鸿蒙智行车型交付量的高增长，这些因素共同推动了股价的强势表现。
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